Turnkey Tax & Financial Services Business In Sunrise
This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and walk-in volume, surrounded by retail, restaurants, and essential businesses that drive consistent customer flow. The company serves a loyal, repeat client base, with strong ties to the local Haitian and Dominican communities. Services include personal and business tax preparation, tax planning, bookkeeping, estate and trust filings, money transfers, and check cashing. The business also integrates with the Can-Do Check Cashing platform, offering scalable revenue opportunities. Run by an experienced husband-and-wife team, the operation is streamlined and ready for transition. Growth opportunities include expanding check cashing volume, adding financial products, and leveraging digital marketing. With consistent cash flow, multiple revenue streams, and a high-demand customer base, this is a turnkey acquisition with upside.
Employees
2 (Owners)
Real Estate
Lease
Trading Hours
Monday - Saturday 9:00am - 7:00pm Saturday: 10:00am - 7:00pm
Management Type
This business is owner operated.
Premises Details
The business operates out of a fully equipped, professionally maintained office space in a busy South Florida shopping center, offering strong visibility and easy access. Assets include all office furniture, computers, tax preparation software, check cashing system (including Can-Do platform integration), signage, and client management tools—allowing for seamless transition and immediate operation.
Support & Training
Seller will train at no cost for 3 months following the closin
Expansion Potential
This business has strong potential for expansion in both service offerings and client reach. Growth opportunities include scaling check cashing operations, expanding financial products, launching virtual tax services, and leveraging digital marketing to attract a wider audience. Additionally, introducing fintech tools, forming local partnerships, and subleasing part of the office space can further increase revenue and reduce overhead.
Competition / Market
This business operates in a competitive yet opportunity-rich segment of the financial services industry. Unlike large national tax chains and digital platforms, it offers personalized, bilingual support and culturally aligned service that resonate strongly with local Haitian and Dominican communities. Its year-round offerings—including bookkeeping, business consulting, money transfers, and check cashing—create multiple revenue streams and strong client retention, positioning it ahead of seasonal-only competitors.
Inventory / Stock Value
$1,000 - included in the asking price
Reason for Selling
Health Related
Financials
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